Semiconductor News & Analysis Feed
185 articles
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
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2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
tomshardware.com
2026-06-10
Luke James
China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
digitimes.com
2026-06-09
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers, electric vehicles, industrial systems, and electrification infrastructure worldwide.
2026-06-09
tomshardware.com
2026-06-09
Luke James
About two-thirds of the 809 data centers planned across the U.S. are slated for land that has been in drought over the past year.
2026-06-08
www.arcweb.com
2026-06-08
ARC Advisory
JUNE 8, 2026
BYDAVID HUMPHREY
CATEGORY:
ACQUISITION OR PARTNERSHIP
Siemens AG and Infineon Technologies AG are partnering to advance electrical protection and ensure reliable operations in data centers, production facilities, and battery storage systems. As part of the collaboration, Infineon will supply silicon carbide (SiC) power modules to Siemens for use in its SENTRON 3QD2 semiconductor circ
2026-06-08
press.siemens.com
2026-06-08
Siemens press
Press Release
08 June 2026
Siemens AG
Zug
Siemens and Infineon leverage silicon carbide technology to advance electrical protection in data centers and factories
Infineon and Siemens collaborate to drive semiconductor circuit breaker technology for data centers, production facilities and battery storage systems
Semiconductor circuit breakers are fast-acting, semiconductor-based electronic devices
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
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2026-06-08
eetimes.com
2026-06-08
AI transforms intra-data center networking, accelerating optical innovation while extending decades-long evolution in high-performance connectivity.
2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Follow-up talks come as Nvidia broadens partnerships with Korean companies beyond semiconductors
LG Group Chairman Koo Kwang-mo (left) and Nvidia CEO Jensen Huang shake hands during their meeting at LG Twin Towers on Monday. (LG Group)
LG Group Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang met Monday at LG Twin Towers in Yeouido, western Seoul, to discuss collaborations spanning robotics, AI
2026-06-08
www.investing.com
2026-06-08
Investing.com
www.investing.com
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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